What's happening at RIABiz this week and why it matters
We've got our eye on TD Ameritrade's growth, do-it-yourself hedge fund analytics and two elite conferences starting Wednesday
Bill Winterberg
TrustFort is an odd entrant in the RIA space. They’re essentially a back-office portfolio accounting reconciliation and report generation service bureau, so their competitors include Orion Advisor Services, Black Diamond, and others.I’ve yet to come across any RIA that outsources their portfolio accounting to TrustFort.
Related Moves
Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology
The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.
March 11, 2020 at 7:58 AM
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam
September 10, 2019 at 10:52 PM
Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.
April 2, 2024 at 1:28 AM
Plague of failed hires at strapped RIA firms 'come back to bite them,' making the process of closing bandwidth deficits falter, two new studies show
Turnover rates hover near 50%, Cerulli and Ensemble report, and may be worsening as hires in market of talent scarcity has inevitable backlash.
February 28, 2024 at 3:36 AM
See more related moves
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame
MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
E*TRADE Advisor Services
Asset Custodian
Top Executive: Joshua Pace
TrustFort
Financial Planning Software
Top Executive: Atindra Barua
The Ensemble Practice LLC
Consulting Firm
Top Executive: Philip Palaveev
